Unclaimed
Mark Tulley is a financial advisor with Wells Fargo Advisors Financial Network, LLC in Columbus, Ohio. Mark has been working in the financial services industry since 1987. Mark has a wide range of experience in providing investment advice to individual and institutional clients. Mark is registered with the Securities and Exchange Commission (SEC) and is licensed to sell securities in multiple states. Mark has a strong understanding of the financial markets and can help you develop a personalized investment plan that meets your specific needs and goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
05/18/2021 - Present
Wells Fargo Advisors Financial Network, LLC (COLUMBUS OH)
OH
01/01/2008 - 05/14/2021
WELLS FARGO CLEARING SERVICES, LLC (DUBLIN OH)
OH
08/23/2002 - 01/03/2008
A. G. EDWARDS & SONS, INC. (DUBLIN OH)
OH
10/05/1998 - 08/27/2002
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
08/30/1999 - 12/31/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
NY
03/20/1999 - 11/09/1999
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
OH
05/21/1987 - 10/12/1998
SWENEY CARTWRIGHT & COMPANY (COLUMBUS OH)
IA
Issued 07/19/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/16/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/22/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 05/16/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Tulley is the right advisor for you? Invested Better is here to help.